Malaika Hamid is a financial advisor at TIAA-CREF with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities LLC, The Vanguard Group, and Citizens Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management under a fiduciary standard, utilizing model and customized portfolios.

Michael Cona is a financial advisor at Hightower Advisors with 24 years of industry experience. He has worked with Hightower Advisors and HighTower Securities since 2017 and previously held positions at Bank of America and Merrill. Outside of advising, he serves as a trustee for the Sturbridge Woods Swim Club, a community swim organization in New Jersey, where he helps oversee operations and fundraising. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios that include mutual funds, ETFs, alternative investments, and custom indexing.

Nicholas Saunders is a financial advisor at Centaurus Financial, Inc. with 47 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Centaurus Financial since 2018, with prior experience at Cetera and Summit Brokerage Services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements with a variety of investment approaches.

Serena Mao is a financial advisor at Sanctuary Advisors, LLC with four years of industry experience and a Series 66 designation. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and Boyds Philadelphia. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent investment adviser representatives with a range of portfolio management options, financial planning, and retirement consulting services, employing multiple analytical approaches and acting as a fiduciary when engaging clients under written advisory agreements.

Christopher Fusco is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds the Series 66 designation and is based in Philadelphia, PA. Fusco has been with Janney Montgomery Scott since 2014. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Dylan Sheehan is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds a Series 66 designation and has worked at TD Bank N.A. since 2022. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party managers, offering portfolio management, financial planning support, and custody services through a technology platform.

Christy Barilotti is a CFP® with 25 years of industry experience, currently affiliated with Eagle Strategies (NY Life). She has operated her own firms, Barilotti Wealth Strategies LLC and Barilotti Wealth Strategies & Insurance Solutions, LLC, since 2008 and 2014 respectively, and has longstanding ties to New York Life Insurance Company and NYLIFE Securities LLC. Outside of her advisory work, she serves on the Campaign Executive Committee for Ursinus College, volunteers with a mentorship program at Liguori Academy, participates on the U-Imagine Center Advisory Council, and owns Freedom and Clarity, LLC, which holds a patent and license for a cell phone device. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides a range of financial planning and retirement-plan advisory services, emphasizing tailored recommendations and managing a substantial portion of its assets on a non-discretionary basis within the integrated New York Life structure.

Benjamin Hoffmann is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and four years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at Marcum Wealth LLC and Sei. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Peter Tappon is a financial advisor with TIAA-CREF in Philadelphia, PA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, often utilizing model or customized portfolios under a fiduciary standard.

Andrew Tyson is a Series 66 licensed financial advisor at PNC Wealth Management with 17 years of industry experience. He has worked with PNC Investments since 2009. Outside of his advisory role, he co-owns a non-investment-related business with his spouse. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital investment program that uses algorithm-driven risk assessments and third-party-managed portfolios, currently available as an invitation-only pilot for PNC employees.

Virginia Harriett is a CFP® professional affiliated with Lincoln Investment, with 44 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1983. Harriett serves as chair of the administrative council at her local church and holds a position on the board of directors for a local professional group where she presents continuing education programs on CFP ethics. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm utilizes in-house research and multiple portfolio management strategies while supporting advisor-led relationships through a comprehensive platform.

Scott Spangenberg is a financial advisor with Janney Montgomery Scott in Media, PA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Logan Circle Partners/MetLife Investment Securities and MML Investors Services. Janney Montgomery Scott manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm provides brokerage services, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Joseph Yocavitch is a financial advisor at Integrity Alliance, LLC with 41 years of industry experience. He holds a Series 63 designation and has worked previously with Guardian Life Insurance Co. and Park Ave Securities. Outside of advising, he provides continuing education credits to CPAs and is an author of client-focused financial books. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting using a variety of portfolio management approaches and custodial platforms.

Jean Barberio is a financial advisor with Empower Advisory Group in Deptford, NJ, holding Series 63, Series 65, and Series 66 licenses and with 14 years of industry experience. His prior work includes roles at GWFS Equities, Advised Assets Group, Park Avenue Securities, Guardian Life Insurance Company, Thrive Financial Services, Thrive Capital Management, Northern Lights Distributors, Hanlon Investment Management, and Ameriprise. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as for Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and client savings rates through integrated financial planning and managed account solutions aligned with Empower’s recordkeeping and administrative platforms.

Eric Hill is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citizens Securities, Bank of America, Merrill, and David Lerner Associates. Hill is based in Philadelphia, PA. TIAA‑CREF Individual & Institutional Services, LLC serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often working with clients linked to TIAA-administered employer retirement plans. The firm offers financial planning and discretionary managed account programs with a fiduciary standard applied to its RIA services.

Jacob Flood is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Ashley Development Corporation, J.G. Petrucci Company, Inc., and Lehigh University, among other organizations. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm combines proprietary research, strategic allocation models, and extensive affiliated resources to tailor investment solutions across various platforms and fee structures.

Amy Begnaud is a CFP® professional with 12 years of industry experience. She has been with Janney Montgomery Scott since 2020 and previously worked at Bank of America and Merrill from 2014 to 2020. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Lance Leimberg is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2016. His prior experience includes roles at LPL Financial, Osaic FA, Inc., and Ameriprise. Integrated Wealth Concepts LLC is an enterprise firm that provides discretionary investment management, financial planning, family office, and retirement plan advisory services through a network of independent advisors. The firm constructs customized portfolios using mutual funds, ETFs, individual equities, and fixed income, employing a primarily long-term investment approach and overseeing third-party asset managers while maintaining client assets with external custodians.

Justin Harmon is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at various Truist entities since 2021 and previously held positions at Randstad and Xchange Leasing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform agreements and AI-enabled research tools, with a focus on inter-affiliate integration.

Damion Morrison is a financial advisor with PNC Wealth Management, holding a Series 66 designation and bringing 20 years of industry experience. He has been with PNC Investments since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online Portfolio Solutions Strategist Digital Offering available by invitation to employees. The program uses algorithm-driven risk assessments to select approved model strategies managed by PNC or third-party strategists and invests via mutual funds and ETFs with annual rebalancing.